“We expect that in 2028, Wi-Fi 7 sales will represent over 90 percent of Indoor AP revenues, with the first enterprise class Wi-Fi 8 APs appearing on the market late that year,” said Siân Morgan, Research Director at Dell’Oro Group.
“We’ve raised our forecast for data center infrastructure spending, driven by the rapid adoption of AI. GPUs and custom AI accelerators now account for roughly one third of total data center capex, making them the single largest driver of growth ,” said Baron Fung, Senior Research Director at Dell’Oro Group.
“The wide use of AI agents is expected to put new requirements on the Local Area Network,” said Siân Morgan, Research Director at Dell’Oro Group. “It is still too early to determine exactly how it will play out, but traffic patterns, volumes and sensitivity to latency are likely to change…
“Enterprises are accelerating the move to elastic, cloud-centric security so they can adapt as quickly as the threat landscape evolves,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
“The rapid expansion of AI workloads and escalating data security pressures are accelerating Security Service Edge (SSE) adoption and compelling enterprises to rethink perimeter-centric defenses,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
